Client Service Specialist I

Corient • Boston, MA

2d • Hybrid

About The Position

The Client Service Specialist I serves as a central point of contact for client requests and coordinates with clients, advisors, and support teams to execute and track requests. The role communicates with clients daily, supports prospecting data entry and meeting scheduling, records and tracks requests in Salesforce, retrieves and distributes client documents, generates portfolio reports, completes paperwork, and opens accounts for existing clients.

The position works onsite four days per week in an office environment. It requires professional, confidential, and flexible handling of client and firm matters, strong client service and organizational skills, and the ability to work independently as well as collaboratively. Duties may change with business needs, and additional responsibilities may be assigned.

Requirements

• Bachelor's degree from an accredited institution or equivalent experience.
• Minimum of 1–3 years of experience.
• Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite, or the competency and ability to learn these tools quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet, and follow through with client needs and requests.
• Ability to work independently and as part of a team.
• High flexibility and ability to maintain confidentiality regarding client and firm matters.
• Must be at least 18 years old.
• Must have unrestricted authorization to work in the United States; the posting states that Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions.
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which include post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

• Customer service background preferred.

Responsibilities

• Serve as the central point of contact for ingesting client requests.
• Coordinate among clients, advisors, and support teams to execute and track client requests.
• Communicate with clients daily and address their day-to-day needs professionally and articulately.
• Support data input for client prospecting.
• Schedule meetings between the advisory team and clients.
• Enter client and advisor requests into Salesforce and track their completion.
• Retrieve and distribute client statements, tax documents, and other reports.
• Generate portfolio reports.
• Complete required paperwork.
• Open accounts for existing clients.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level